Sensor Tower 年度应用报告：AI 应用牌桌已定， ChatGPT「赚麻了」

Core Insights - The mobile market is experiencing unprecedented growth, particularly driven by AI applications, which are reshaping the landscape [5][6][54] - In 2025, global in-app purchase (IAP) revenue reached $167 billion, marking a 10.6% year-over-year increase, with a significant shift towards monetization [19][21] - AI applications saw downloads double to 3.8 billion and IAP revenue tripled to over $5 billion, indicating a robust market demand [54][56] Mobile Market Overview - The mobile application market is entering a mature phase, with stable download volumes and user engagement, while IAP revenue continues to grow rapidly [8][12] - In 2025, total downloads across iOS and Google Play increased by 0.8% to nearly 150 billion [16] - Users spent approximately 53 trillion hours on mobile applications, averaging about 3.6 hours per day per person [17] AI Application Growth - AI Assistant applications are the most popular, with significant increases in usage time, reaching 48 billion hours, a threefold increase from the previous year [58][40] - The revenue from non-gaming applications surpassed that of gaming applications for the first time, reaching approximately $85 billion, a 21% increase year-over-year [26][21] - ChatGPT generated $3.4 billion in IAP revenue, making it the fastest application to reach $3 billion in annual revenue [31][29] User Behavior and Market Dynamics - User engagement with AI applications has shifted from initial trials to regular integration into daily life, with a notable increase in interaction rates [60][57] - The competitive landscape is consolidating, with top AI publishers like OpenAI and DeepSeek capturing nearly 50% of download shares by 2025 [67][65] - The top 1% of publishers accounted for 92% of total IAP revenue, highlighting a significant concentration of market power [69][71] Emerging Trends and Future Outlook - The focus for leading AI companies is shifting towards image and video generation capabilities, which are becoming essential for user acquisition and retention [72][74] - Different generational preferences are influencing application usage, with younger users gravitating towards efficiency and creativity-focused applications [76][78] - The mobile platform is increasingly becoming the primary entry point for users engaging with AI technologies, with a growing trend of cross-device usage [61][62]